Workflow

1. START block variables

   

   • We have updated the START block to include a “FORM builder”, this means that variables can be declared and captured on the START block. Currently, only the following fields are supported:
     • Paragraph
     • Text Input
     • Number Input
     • Dropdown
     • Date
   • Variables on the FORM field can be referenced in Create Assessment API similarly to other variables.
   • You cannot hide the start page if input fields are configured, and vice versa. If you would like to hide the START page, please remove all input fields on the START page first.

Bug fixes

1. Form transitioning issues - the following issues were resolved:
   • Slow transition between form
   • In certain cases, the assessment would skip to the “Assessment Completed” page
   • Related to the above to, an error message was showing on the FORM page (due to a database deadlock)
2. User List search function not working in database - we resolved an issue where the search field on user list fields in database was not working as intended.

AI Agent

1. Default Assignee for matters created by AI Agent

   

   • You can now set a default assignee for each “Create Matter” action in AI Agent. Previously there was no way to automatically set assignees for matters created via AI Agent. We are hoping to have either rules-based or AI-based assignment in IMM in future

2. Enabling users to ask clarifying questions and the AI agent will also ask clarifying questions

   • We now support the ability for users to ask clarifying questions. An example of such is the following:

     • User: “What is our Whistleblower policy?”
     • AI Agent: “The whistleblower policy is….”
     • User: “Explain in more detail”← clarifying question

   • On the flip side, the AI agent will also ask clarifying questions where relevant

3. Action Customization Simplification - The following two configuration options have been removed:

   • Action Instruction
   • Action Response

Matter Management

Enhancement

1. Provisioning tab in admin panel: Provisioning tab in admin is now always visible.

2. Email Intake: Checkbox intake now receives matters from non-Checkbox users. Puts them as Public User.

3. Metric Widget: Now supports drilldown as well.

4. Drilldowns: Now support routing to the appropriate matter by clicking on it.

5. Default Cycle Times: New accounts now come with two default cycle times:

   1. Total Cycle Time
   2. First Response Time

6. Default Widget In Dashboards: New accounts now come with a pre-loaded dashboard called Legal Team Dashboard . The specific widgets included are:

   1. Total Matters (Metric)
   2. In Progress Matters (Metric)
   3. Completed Matters (Metric)
   4. Average Resolution Time (Metric)
   5. Matters >14 Days (Metric)
   6. Average First Response Time (Metric)
   7. Team Workload Allocation (Bar)
   8. Total Volume of Work by Type (Bar)
   9. Matters by Practice Area (Bar)
   10. Matters by Requesting Business Unit (Pie)

7. Widget creation: Simplified experience by reducing number of fields.

   

8. Shared Board Views clarification: Updated shared views to better reflect the default Status types as well as reduce confusion around ‘My Matters’ being a Shared View. In the future, we may introduce default personal views.

   

Bug Fixes

Resolve the following issues:

1. Backdrop modals now close when clicking outside of the modal

2. Assignees were not receiving a notification email when assigned to a matter.

3. Number badge showing incorrect count after archiving any field.

4. Merge matters not showing results

5. Slack: Authentication issue affecting customers with subdomains

6. Slack: Create matter wouldn’t work when choosing an Assignee

7. Slack: In DMs, create matter wouldn’t work on messages with links and images

8. Searching for specific Assignee wasn’t working

9. Cycle Times: Total cycle times were calculating time bounds incorrectly